Companies
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Altium – a big jump up in value
Scott Shuttleworth
September 2, 2015
Last week Altium Limited (ASX: ALU) provided its full year results for the 2015 financial year. Below we make a few notes on its progress. continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights.
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Jack of all trades
Ben MacNevin
September 1, 2015
Trade Me (ASX: TME) is one result from reporting season that caught our attention. What did we find upon further analysis? continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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Is Burson Group a good buy?
Scott Shuttleworth
August 28, 2015
Burson Group Limited (ASX: BAP) again demonstrated the rewards reaped by those invested in value this reporting season. We met with management last week to discuss the result and we’ve posted below an ‘over-the-shoulder’ view of our notes. continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights.
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Has the market dismissed IMF?
Ben MacNevin
August 27, 2015
IMF Bentham (ASX: IMF) reported a rather lacklustre result for the 2015 financial year. The loss of four cases wiped out the record first half gain, and while the market has not received this news well, we are pleased with the contents of the full year report. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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Can Things Go Better With Coke?
Stuart Jackson
August 24, 2015
Coca Cola Amatil (ASX: CCL) reported its half year results during the week. The company has been under pressure for some time. The consensus view is that a combination of the growing market power of the major supermarkets, combined with a consumer shift away from soft drinks, has resulted in a downward spiral in volumes and earnings over the last 3 to 4 years. continue…
by Stuart Jackson Posted in Companies, Consumer discretionary, Insightful Insights.
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Carsales – Full Year in Third Gear?
Ben MacNevin
August 20, 2015
In a recent video blog we discussed that while Carsales is a high quality business, we felt the growth profile implied by the share price at the time was quite optimistic. Our thesis remains unchanged following the release of their 2015 full year result. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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Reflecting on Analyst Valuations
Tim Kelley
August 19, 2015
Reporting season is well underway now, and if you had to sum up progress to date in a single word you might choose something like “disappointing”. continue…
by Tim Kelley Posted in Companies, Insightful Insights.
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REA-lly good prospects
Scott Shuttleworth
August 14, 2015
Yesterday REA Group Limited (ASX: REA) released their full year results. Whilst it slightly missed expectations we were nonetheless pleased by the result. continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights, Property.
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Ansell Update
Ben MacNevin
August 12, 2015
The Montgomery funds took a position in glove manufacturer, Ansell (ASX: ANN), after its first half result for the 2015 financial year exceeded our expectations. Six months on the company has announced its full year report, and while the results did not exceed the market’s expectations, our investment thesis remains intact. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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Reporting Season
Ben MacNevin
August 5, 2015
Reporting season is one of the most exciting times for us here at Montgomery, as new information means new opportunities! While the team will be sifting through every company announcement, there are several reports that we’re especially looking forward to. continue…
by Ben MacNevin Posted in Companies, Market commentary.
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